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Semrush Holdings, Inc.

SEMR Technology
$11.94 $0 (0.00%)
Market Cap: $1.79 B
Gurus Holding
4
Popularity Rank
#2609
% of Shares Held
1.25%
Net Activity (Q4 2025)
+$17.65 M

Guru Ownership Trend

Guru Analysis for Semrush Holdings, Inc. (SEMR)

Semrush Holdings, Inc. (SEMR), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $22.57 M.

Top institutional holders include George Soros and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $17.65 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 148.0%. Conversely, Cliff Asness reduced exposure by 65.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$19.58 M
Total Buy Value
New Buys 2
Additions 1
-$1.93 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Semrush Holdings, Inc. (SEMR)

Major holders include George Soros ($15.28 M), Renaissance Technologies (RenTech) ($5.39 M), Mario Gabelli ($1.09 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.89 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $17.65 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited SEMR. The total reported sell value was $1.93 M.

Yes, 2 managers opened new positions in SEMR, and 1 increased their existing holdings. The total reported buy value was $19.58 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.18% New Buy 1,285,100 $15.28 M Q4 2025
0.01% Add 148.0% 453,000 $5.39 M Q4 2025
0.01% New Buy 91,634 $1.09 M Q4 2025
0.00% Reduce -65.9% 60,531 $719,714 Q4 2025
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